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Description: In this topic, the user will learn the steps required after an employee has self-registered. These steps ensure that the employee will be able to locate their clients and enter time into the system. A self-registered employee will remain in a Pending status until their account is updated to Active. This is also an opportunity to review the employee details and make updates as needed.

*Please note: This process is applicable for organizations that have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.

Role Required: Super User, Supervisor

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  1. Log in to personal profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Enter the employee name into the search filter and click Search

  5. Click anywhere on the employee row to open the employee details page

  6. Click Actions

  7. Select New Service Account from the drop-down menu

  8. Complete the Add New Service Account form wizard

  9. Click Save and Yes to confirm

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